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Richard A. Hewitt

@Praetorian Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$411.563MTotal holdings61
Assets growth rate2.47%Assets growth rate (2-Q avg)2.65%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Praetorian Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 61 positions.

Assets under management

The assets under management (AUM) of Praetorian Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 411.563M in assets, with a quarterly growth rate of 2.47% and a 2-quarter average growth rate of 2.65%. The portfolio is managed by Richard A. Hewitt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVWIvw - Ishares S&p 500 Growth Etf
Recent Activity
Decreased -0.72%
18.37%
$75.599M
744,601 shares@ $101.53 avg price
IVEIve - Ishares S&0 500 Value Etf
Recent Activity
Increased 1.66%
15.7%
$64.612M
338,495 shares@ $190.88 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Increased 4.41%
6.84%
$28.14M
588,456 shares@ $47.82 avg price
VOTVanguard Mid Cap Growth Etf
Recent Activity
Decreased -0.94%
6.05%
$24.896M
98,114 shares@ $253.75 avg price
VOEVanguard Index Fds Mid-cap Value Index Viper Shs Etf
Recent Activity
Decreased -0.14%
5.35%
$21.98M
135,870 shares@ $161.77 avg price
IVVIshares S&p 500 Index
Recent Activity
Increased 3.88%
4.59%
$18.852M
32,024 shares@ $588.7 avg price
VOVanguard Mid Cap
Recent Activity
Decreased -0.94%
4.34%
$17.841M
67,547 shares@ $264.13 avg price
VWOVanguard Ftse Emerging Markets Etf
Recent Activity
Increased 2.6%
3.29%
$13.521M
307,024 shares@ $44.04 avg price
VBRVanguard Small Cap Value Etf
Recent Activity
Increased 0.66%
2.84%
$11.679M
58,929 shares@ $198.18 avg price
VBKVanguard Small Cap Growth Etf
Recent Activity
Decreased -0.11%
2.79%
$11.476M
40,976 shares@ $280.06 avg price